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Toolkits: Fundraising Speakers: Dien Yuen, Managing Director, Kordant Philanthropy Advisors Eric Savage, Co-Founder & President, Unitus Capital Mykolas Rambus, CEO of Wealth-X Vishal Mehta, Co-Founder of Lok Advisory Services Moderated by: Simon Chadwick, CEO of AVPN

AVPN Conference Day 1 - Fundraising

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Page 1: AVPN Conference Day 1 - Fundraising

Toolkits:FundraisingSpeakers:Dien Yuen, Managing Director, Kordant Philanthropy AdvisorsEric Savage, Co-Founder & President, Unitus CapitalMykolas Rambus, CEO of Wealth-XVishal Mehta, Co-Founder of Lok Advisory Services

Moderated by:Simon Chadwick, CEO of AVPN

Page 2: AVPN Conference Day 1 - Fundraising

AVPN focuses on the top two levels of the VP / SI eco-system …

*Impact investors will also seek capital return, sub-market or market based financial returns from investees. Some VPOs recycle financial return. Source: AVPN adapted from EVPA

financing social return *

financing,human capital social return *

Donors / Funders

Venture Philanthropy Organisations

Investees(Social Purpose Organisations)

co-investment / direct investment

Page 3: AVPN Conference Day 1 - Fundraising

… and Venture Philanthropy bridges philanthropic and investment capital to support a spectrum of Social Purpose Organisations

Charity: grant-

dependent

Charity: grants

and trading revenue

Social Enterprise: <75% trading revenue

Social Enterprise: break-

even

Social Enterpris

e: profitable, reinvest surplus

Socially-driven

Business: distribute

some profits

Business: Sustainable business practices

Business: allocate %

profit to charity

CSR ++

Business: mainstrea

m company

Organisations can create “blended” social and financial value

Key driver: Create social value

Key driver: Create

financial value

Source: Adapted by AVPN from Skoll Centre, EVPA, CAF Venturesome, Noaber Foundation

Impact Only

Venture Philanthropy

Finance FirstImpact First

Impact Investing

Page 4: AVPN Conference Day 1 - Fundraising

Singapore | Beirut | Budapest | Guangzhou | Hong Kong | Kuala Lumpur | London | Lugano | Madrid | Mumbai | New York | Sydney www.wealthx.com

Contact Us

Page 5: AVPN Conference Day 1 - Fundraising

Singapore | Beirut | Budapest | Guangzhou | Hong Kong | Kuala Lumpur | London | Lugano | Madrid | Mumbai | New York | Sydney www.wealthx.com

Where The Money Is

Page 6: AVPN Conference Day 1 - Fundraising

Toolkits:FundraisingSpeakers:Dien Yuen, Managing Director, Kordant Philanthropy AdvisorsEric Savage, Co-Founder & President, Unitus CapitalMykolas Rambus, CEO of Wealth-XVishal Mehta, Co-Founder of Lok Advisory Services

Moderated by:Simon Chadwick, CEO of AVPN

Page 7: AVPN Conference Day 1 - Fundraising

Break: 4.25 – 5pmPlease gather back at the auditorium on level 5 for rest of the programme

Interactive Panel: MRA at 5.10pm

European & US Perspectives on Venture Philanthropy